Download TMA Central User Guide

TMA Central User Guide
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Table of Contents
Foreword ................................................................................................................................................ 3
Welcome to TMA Central ....................................................................................................................... 4
License Information ............................................................................................................................ 5
Main menu Breakdown.......................................................................................................................... 5
File ....................................................................................................................................................... 5
View .................................................................................................................................................... 5
Data Files ............................................................................................................................................. 6
Tools .................................................................................................................................................... 7
Window ............................................................................................................................................... 8
Help ..................................................................................................................................................... 8
Clients.................................................................................................................................................. 9
Adding a new Client. ......................................................................................................................... 10
Colour Legend ................................................................................................................................... 11
Care Recipient Input Form ................................................................................................................ 11
Service assignment ........................................................................................................................... 22
Inserting a Carer ................................................................................................................................ 22
Link the Care Recipient Record to a Carer ........................................................................................ 24
MDS Field Validation ......................................................................................................................... 25
Ciarr....................................................................................................................................................... 26
Queries.................................................................................................................................................. 26
Events ................................................................................................................................................... 28
Staff ....................................................................................................................................................... 29
How to send MDS ................................................................................................................................. 32
Settings ................................................................................................................................................. 36
Project Identity ................................................................................................................................. 36
Service Details ................................................................................................................................... 36
Email Settings .................................................................................................................................... 37
Program Configurations .................................................................................................................... 38
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Foreword
This is a basic guide on how to use and navigate TMA Central which is the central client
database for all TMA Programs. “TMA Central” contains all of the client’s information,
verified service events and produces the MDS and ICTDS submissions. It is designed for the
collection of all essential client information required by HACC funded services and also
reflects the information collected by the CIARR.
Here are some definitions that will be referred to throughout this document.
Client: Any person who receives service from your organisation or brokered by your
organisation. Clients can be Care Recipients or Carers.
Care Recipient: A person who receives service because of their own needs.
Carer: A person who receives service because they are the carer for a Care Recipient.
Basic navigation concepts
Left Clicking on a record or button will highlight or select it. A selected record will be
highlighted in blue. Note: this is by default. If you have a different colour scheme selected in
Windows the colours may be different.
Double Left Clicking on a record will open the record for editing.
Right Clicking on a record will display an options menu, listing the operations you can make
to this record. You can select an option by Left Clicking on it. The basic options are “Insert”
to create a new record. “Change” will open the record your cursor is on so you can view or
modify it. “Delete” which will delete the record your cursor is on. Delete is not reversible.
Other options may be listed allowing you to initiate actions specific to the screen you have
open.
Greyed out data fields, if a data field is has a grey background it means you cannot change
the data in it. These fields may be changed in another screen.
Data columns can be resized by Left Clicking and holding on the edge of the column and
dragging it either left or right.
If you have any questions about this guide do not hesitate to contact me.
Regards,
Andrew Sturt
T 0240234822 | F 0249578211 | E [email protected] |W www.tmasoftware.com.au
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Welcome to TMA Central
This is the first screen you will see when you open TMA Central. It will prompt you to enter a
username and password, the default username is admin and the default password is admin.
If you left click on Options it will display some additional settings as below:
If you want to enable Auto Login please login first to ensure you have the right username
and password, then close and reopen TMA Central then enable Auto Login.
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License Information
After you login in the bottom right corner of the screen you will see your TMA Central license
information.
Main menu Breakdown
File
Print Setup – Allows you to select your default printer and define the printer settings
Exit - Closes TMA Central.
View
Selecting this item allows you to change the size of the font to small, normal, medium, large
and custom.
Toolbox - Selecting this item allows you to build your own floating toolbar. This works by first
selectingToolbox, then by holding CTRL and left clicking on the menu item you would like to
add to your floating menu. Repeat to add additional items.
For example if I would like to add Clients to my floating menu I would Open the View menu
then Left Click on Toolbox, then I would hold CTRL and click clients. michaelThis will add
Clients to the Floating Menu. The Floating Menu can also be positioned as you see fit by Left
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Click and holding on the Tearoff window title. To remove an item from the Floating Menu
Right Click on it and select Delete.
Data Files
Agencies- Opens the Browse Agencies File window. This is where you can view, insert or
modify Agency records. This is used to store contact information for HACC and welfare
agencies your service deals with .
Locations- Locations – Opens the Browse Suburbs/Towns window. This is where you can
view, insert, modify or delete suburbs/towns and specify LGAs for them if you wish. It allows
you to make your own suburbs/towns list from the Australian Postcode list.
Browse Clients– Opens the Browse the Clients File window. This is where you can view and
modify Client details. You can delete clients but generally they should be made Non-Current.
Service Events- Opens the Browse the Service Event file. This is where you can view and
modify Service Events (occasions of service delivery to a client). Service Events are the
measure of your organisation’s production and are reported in the MDS and/or ICTDS.
Although the majority of service events are transferred from the Trips, Caremaster and/or
MnM programs you can enter service events (such as assessments) directly.
System Log- Opens the browse the system log file. Used for trouble shooting.
Client Location/Depot- Opens the Client Locations/Depot field. This is where you can view,
insert and modify different depots for the purpose of client transport.
Browse Staff- Opens the Browse the Staff file window. This is where you can view, insert,
modify or delete Staff members.
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Tools
Note: These tools were created over years of TMACentral development. They update the the
client list so the effect of a new feature was implemented for the whole list.
User Processes-> Update Client Age – Selecting this will update the client age based on
Date of Birth.
User Processes -> Flag Update for all clients – This utility will force all clients to be flagged
for update, meaning all clients records in Trips, Caremaster and/or MnM will be updated
when those programs are next opened or a Client Refresh is performed in them.
User Processes-> Update Account codes – Opens the Browse Current Clients file window.
This is where you can change Account codes.
Repair Utilities-> Fix Last Assessment Date – This utility will attempt to rebuild the last
assessment date for your original Ciarr data. Only use this if you have been advised by TMA
Software.
Repair Utilities-> Fix Zone and LGA- This utility will attempt to rebuild the Zone and LGA
information for your locations file. Only use this if you have been advised by TMA Software.
Repair Utilities-> Fix Date of Referral In- This utility will attempt to rebuild the Date of
Referral in from your original Ciarr data. Only use this if you have been advised by TMA
Software.
Repair Utilities-> Rebuild Client Full Name – Rebuilds the full name from surname, title and
given name.
Repair Utilities-> Validate MDS Complete – The colour coding showing whether client
records have full MDS information is checked and correctyed for the whole client list.
Funding Export- Opens the Export Wizard. Use this to send the MDS transmission to HACC.
In NSW this wizard is also used to send the ICTDS to Transport NSW and separately the
Health ICTDS to NSW Health.
Import Clients- You can export one or a selected number of clients assessment data from
TMA Central to a another service that has TMA Central or the HADS program. You can also
receive client assessment data from other services. This is where you import client data
from other services into your TMA Central.
Statistics-> Clients- This Provides a chart of the number of clients ticked in each of the ten
columns on the left of the client window in TMA Central.
Settings- This opens the Control Settings window. This is where you can view and modify
TMA Central settings. Use with caution before changing.
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Window
Enable Alternate window manager – This menu item should always be ticked. If you have a
build-up of the close, minimise and maximise windows buttons, check to make sure this item
is ticked.
Tile, Cascade and Arrange Icons –This menu will also list all other windows you have open.
You can change to an open window by Left Clicking on it in this menu.
Help
Web Update – This will update your program via the internet. DO NOT run this unless
instructed by TMA or your IT support.
Register Product – This is where you can enter your license registration code. If you need a
registration code please contact TMA.
Send file to TMA Software – Used for support. It opens a Windows Explorer window from
where you can navigate to find a file that you want to send TMA Software. Double-click on
the file and it sends it to TMA Software. There is a size limit.
Register Product - This is where you can enter your license registration code. If you need a
registration code please contact TMA.
Colour Legend – This will display a legend of all the different colour codes used in TMA
Central.
Send Feedback Online -> Email Enhancement Request – Not used
Send Feedback Online -> Email Bug Report – Not used
About TMA Central– This will display the database connections and general information
about TMA Central and the contact information for TMA Software. Used for support.
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Tool Bar Menu Breakdown.
Clients
This window will display All Clients and also allow you to insert new Clients or Carers, modify existing
records or delete existing records.
Insert new
Client
Change Client
details
Delete Client
Record
View Client
Details
Filters
Clients
Search
clients
Print
Ciarr
Export
List
Not
Used
Copy’s Client
Details
Client Information
& Referral
Record.
Not Used
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Notes
Section
Available
depots
Change
address
type
Create
Queries
These options can also be accessed by Right Clicking on a Client record
Adding a new Client.
To enter a new client or carer and update their information you need to click on ‘Clients’ on
the tool bar at the top left hand side of the screen. The client main window will display.
Notice the tabs along the top of the Browse Client window, All Clients, Current and Non
Client. All Clients displays all the records in Clients table, Current displays only clients
where Client is Current is ticked in the client record. Non-Current is a list of clients records
where Client is Current is not ticked. E.g. exited clients have the Client is Current tick
removed.
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If you have had clients imported from an earlier program you will notice that the client’s
records can appear in up to five different colours. As you progress with using TMA Central
the various colours will provide instant recognition of the state of client records.
Colour Legend
You can access this window by Help -> Colour Legend.
RED means the MDS2 will reject. This comes from any of the aqua fields in the eight pages
being unfilled (left blank). It also indicates that a care recipient has a carer but the carer has
not been linked to the client. High priority
MAROON is a warning that the MDS2 will not be rejected but you will be warned that you
are missing data information. Medium Priority
GREEN will show clients who are Non-HACC e.g. Health, DVA or CTO
BLACK indicates all information has been entered and carer (if applicable) has been linked.
The MDS2 validated as complete. Finalised
The ideal situation is to have all your HACC clients appearing in BLACK. Clients set to Non
HACC, (coloured green) will not be included in the MDSExport.
Care Recipient Input Form
This Care Recipient Input Form (Client Browse) consists of eight pages. This guide will step
you through the pages one by one, explaining each page individually.
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To enter or change clients details click on insert. The first step is establishing the Client
Type.
The Client Type selection enables you to choose what type of client you are entering. Select
the appropriate type for the client you are recording then click OK. “Non-Client” us used
where you want to show the names of people who aren’t clients in Trips run lists, e.g an
second driver for long haul bus trips.
Below is the first of the eight pages for entering client information.
See the tabs for the eight pages. You are able to go from page to page by simply clicking
on 1 to 8 or using the keystrokes Alt-1 ... Alt-8.
Enter the client’s Personal Details, their title, given names, family name, preferred name,
date of birth and sex. If you do not have their exact date of birth, you can enter an estimated
date and select Date of Birth is an Estimate.
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Next, you will need to enter the client’s usual and current address plus other contacts for the
client such as an Emergency, GP, Postal or other contacts you require.
Entering Addresses
The first step is to double click on the blue field in Contact Information. The Address Details
box will appear over the Client’s first page. See below.
Notice the Address Type Usual is selected; this is the automatic program selection when
entering a client.
If this is the client’s current address as well (or if the current address is similar) leave the tick
in the ‘Copy Usual Address to Current Address’. If the client is not at their usual address,
untick the ‘Usual Address to Current Address’ than you will need to enter their current
address separately.
Once you have entered your information click OK. You will then need to enter other contacts
for the client. To enter other contacts select Insert below the Contact Information display.
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Example, address type select Emergency. Enter the Emergency contact’s details and click
on OK. You will now see the Emergency contact appear in the Contact Information display.
Repeat this procedure for other contacted needing to be entered (as many as needed)
Click on the arrow of the right-hand side of the first aqua field asking for a client’s indigenous
status. The above drop box above will appear. Double click on your selection. The
selected information should now appear in the field.
When selecting Country of Birth and Main Language it is preferable to click on the square
button to the right of the entry box. When the list appears type the first few letters of the
country or language you want then select it. This applies to these two lookups because they
have so many items.
You have now completed the First page. To continue click on the second tab circumstances,
Other.
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Client Circumstances (Page 2)
The second page consists of the Client’s circumstances. Do they have a carer, what type
of pension are they on, living arrangement, are they a DVA card holder and accommodation
setting.
You will need to complete each field using the same process as entering indigenous status
etc on the previous page.
On this page, you also need to enter Relevant Health Information such as hearing,
allergies, incontinence. You are also able to enter if or how their health problems will affect
service delivery.
Simply enter the appropriate information in the boxes provided above. This information is
not sent with your MDS but will appear on CIARR referrals.
When you have completed this page continue to page 3 Functional Screening.
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Functional Screening (pages 3&4)
Functional Screening carries over two pages and consists of 14 questions.
Once experienced entering the data for clients you can use numbers to enter your
selections. Tab from the first field to the seventh field entering appropriate information e.g. 1
= Without help, 2 = With some help, 3 = Completely unable (except Transport where 3 =
specialised vehicle or ambulance) 4 = Not stated/inadequately described. You are able to
use this system for both pages 3 & 4.
Continue on to the fourth page, Functional (Continued…) and complete all blue fields.
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Carer (Page 5)
As a carer has not been selected for this client, this page will remain empty. See below
However if a “Has a Carer” had been selected for the “Does this client have a carer?” item
on page 2, you will need to collect the carer information and link the carer with the client.
This procedure will be stepped out later in this document.
Continue to Page 6, Service Information.
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Service Information (Page 6)
This page contains the final details of the assessment. Record the Source of Referral, Date
of Referral In and Service Episode Entry Date.
When you re-assess a client or the client information is updated you need to enter a date in
Date of Last Update.
When you refer this client to another agency, you will need to fill in Target of Referral
and Date of Referral out. (Complete only if referring to another service)
Your MDS will not be rejected or seen in error if the Target of Referral and Date of referral
out are left blank
Time Taken to Complete Form is on this page so people don’t forget to record their service
times. It is advised you enter the assessment time as this information is sent to DADHC.
This information will provide the funding body with the amount of time it has taken to assess
a client and enter their information.
Tick the box “I would like to make a new assessment Service Event”. A Multi Service Detail
box will appear. See below.
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Enter the hours and minutes and your name then click OK.
A window will appear so you can select the service against which the Assessment time will
be recorded.
Service Events (Page 7)
This page enables you to record instances of service, particularly where they cannot be
created in Trips or other service programs that work with TMA Central. If your main service
is Community Transport then Trips will record the number of trips and transfer that
information to TMA Central. In this case you do not have to enter information into this section
other than for client assessments.
Service organisations that are funded to provide more than one service are able to enter
information for the service event (or events) directly into this Service Events list. For
instance if a Community Transport service also provides Home modification to a client you
can enter the value on this page.
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Enter a new Service Event by clicking on Insert. A small window labelled New Service
Event will appear. You will need to enter the date, service and select your service type.
Each service event is valued differently.
For example Meals on Wheels is valued by the number of meals, Home Maintenance is
valued by the amount of hours. Once you have made your selection click on OK and the
event will appear in the Service Events list. You are able to update the Events when
required.
Other Comments (page 8)
The comments you record on this page will not be sent with your MDS or transferred to any
service program. This information is not transferred to Trips (will not appear on a runsheet);
therefore if you need to record the information in the client browse in Trips you are able to
cut and paste the information.
You are able to record more confidential information for a client on this page as it stays in
TMA Central.
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You have now completed your data entry for a new client. Click OK.
This Client will now be displayed in the Client Browse page. You will notice for a client a
small head of a person will appear before their name. If they have a carer and the carer has
been linked to them, you will see two small heads against their carer.
You now need to select the Service Types you require for the client. Note there will be no
ticks appear in their transport purpose box.
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Service assignment
The service assignment* needs to be selected even if your client only receives transport.
Tick on the transport column box, once the box is ticked the client record will transfer to the
Trips program. If the client project assignment is left unclicked, it will only appear in TMA
Central. (In early versions called “project assignment”)
If the client receives other services such as Home Maintenance, Meals on Wheels etc their
project assignment will also require to be ticked.
Inserting a Carer
Click on insert at the Client Browse window and the small Client Type window will display.
See below. Select Carer, than click on OK
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See the page below. Firstly, you will notice the Carer information form only has three pages.
The first page being the Carer’s Details, Contact information, Country of Birth, Main
Language, Indigenous Status and Carer for More than One.
Fill in the Carers Information following previous steps for entering a Care Recipient’s
information.
The “Carer For” (2nd page) will display the Care Recipient/s who this carer cares for once
the linkage has occurred. Go to the “General Comments’ page and add comments as
required. Click OK to finish the Carer entry.
Then of course, you must still make sure that the Carer you have selected has all their MDS
fields filled out. You can check this by using the “Validate MDS” Button which is available on
both the Care and Care Recipient Update Forms.
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Link the Care Recipient Record to a Carer
Double-click on the record of the Care Recipient who has the Carer you just entered. (Or
enter the Care Recipient if the Carer record was entered first.)
In the Care Recipient’s details, select page five, labelled Carer.
You will now need to link the carer with the care recipient. Click Select. A Carer Browse
page will display. Highlight the appropriate carer and click on select.
Once you have clicked on ‘select’ the Carer’s information will display in the Care Recipient’s
form.
Note: A Carer cannot be linked to a Care Recipient unless in the Care Recipient’s
information has stated that they have a carer. See page 2 for Care Recipient and the first
blue field ‘Does this Client have a Carer?’ This aqua field needs to state ‘Has a Carer’.
If your service delivers service events to the carer (e.g. provides respite or transports the
carer) you will need to assign a service to the carer. The ‘service assignment’ needs to be
selected for the Carer to appear in Trips. If left the client project assignment is left unclicked
it will only appear in TMA Central. Follow the same procedure as for a Client.
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MDS Field Validation
Why isn’t the MDS Field Validation stating SUCCESS?
You are able to check the MDS Validation at any time when entering or changing a Care
Recipient’s information in the Client Browse. The Validate MDS selection button is at the
bottom left of each Care Recipient’s eight pages
If the MDS is rejected Click on the Validate MDS button. This will give you reasons for MDS
failure.
To correct items found, return to the Care Recipients information pages (by clicking on
Close) and enter or change the appropriate information. The rejection conditions will exist
until all blue fields are completed. The warning will be displayed at the bottom of client form.
Once you have addressed the warnings listed, the message at the bottom of the page will
change from rejection to success.
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Ciarr
Client Information & referral Record this generates a report of Client Information to refer to
another Organisation. The CIARR button is located at the button of the ‘Client Browse
window’.
Queries
The Query button is located at the bottom of the Client Browse window. Queries are a way of
extracting useful information from a database. The example below is a step by step
procedure to create a Query to extract all the Non-indigenous clients age 65 years old or
over.
Open the Client Browse Window and ensure it is set on the “Current” tab then click Queries
button at the bottom of the Client Browse.
The following box will open. Click New
This will start the Query Wizard and will list all the available options for this example you will
need to choose CII_Core:IndigenousStatus then next.
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Then select Is equal to and next.
Type the value of 4. Then next
This will show you what you have done so far. Click AND
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Clicking AND will take you back to the first step of the query process, repeat this step and
click next, instead of choosing is Equal To choose is Greater Than and click next change the
value to 64 and click next. You should see the following. Click Finish to create your Query
this also gives you the option to save this query for future referencing.
Events
Events will display the services a Care Recipient has received and the number of services a
Care Recipient has received. This is located on the Toolbar next to Clients.
You are able to enter services a client has received by inserting the service received. To
insert a new service or enter a value against an existing service is previously shown in the
Inserting Client Recipient section.
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Staff
Staff is where you can add, view, modify and delete staff members for TMA Central. The
Staff button is located on the Toolbar.
Open the Staff window by left clicking on Staff. The following window will open.
To change an existing Staff member’s Details click on the Staff Member listed in the Staff
Window and click the change button in the bottom left hand corner next to insert. The
Update Staff Record window will open. Make required changes and click ok.
.
If adding a new user click insert in the bottom left hand corner of the Staff window, the New
Staff Record window will open.
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Enter Staff Details- Required fields are:




First Name
Last Name
Login
Password- This is case sensitive
Choose Global access level


Operator – Will not have access to add other Users
Supervisor- Will have access to add other Users
At Service Feature Management click insert.
The following window will open. Choose service assignment by clicking on the browse button
and select the appropriate Service Name.
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Select appropriate access level. Manager will have access to all features.
Make sure the ‘enable Trips Notifications Window’ checkbox is not ticked and click ok.
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How to send MDS
1. Transfer the data from your Service Program or programs (Trips Enterprise,
Caremaster etc.).
2. In “TMA Central” click on the “Funding Export” button on the toolbar. The “Export
Wizard – Step 1” will appear:
Note: If the toolbar under the menu
line isn’t visible on the opening
screen of “TMA Central”, it is
because you are running a screen
resolution of 800x600. In this case
select Tools/MDS Export from the
main menu.
3. The wizard will probably have
selected the correct year and
quarter for you.
If not,
manually change the Collection
Year and/or Collection Quarter.
4. Ensure “HAC” is selected in the “Destination Organisation” box.
Note: Some services have more than one HACC funding contract. These should
have been entered in TMA Central’s “Settings” window with their appropriate
contract numbers. Other services have more than one TMA program that record
MDS data for the same HACC contract number. The HACC Contract number is also
called the “HACC MDS ID”.
5. If you have more than one HACC funding contract then select the one for which
you wish to send the MDS at this time.
6. If you have several TMA programs that record MDS data for the same HACC
MDS ID, select one of the “Destination Organisations” with that HACC MDS ID, then
tick the checkbox “Send matching HACC ID’s” on the right. This will include all of the
TMA Programs with that HACC MDS ID in the one Transmission.
Note: If you wish to send separate MDS transmissions for services that share a
HACC MDS ID then you will have to ensure you give each transmission a unique
File Portion Number. If you don’t provide unique File Portion Numbers then later
transmissions sent will overwrite (delete and replace) previous transmissions for that
HACC MDS ID. See “Other Options” in the picture above.
7. Click the “Next” button. The “Step 2 Processing” page of the wizard (not shown
here) is just for your information. Click “Next” again.
Note: You may close the wizard at any stage without losing client MDS information.
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8. When the processing is complete this window appears.
The preview button allows you to
see a list of the client’s records that
are valid for MDS export and
another list showing client’s
records that are not validated for
MDS export. (See next section)
The “Save” button allows you to save
the MDSExport file to any folder you
choose. If you are not sure, save it to
your Desktop. Then open your email
program (e.g. Outlook) and attach
the MDSExport file to an email
addressed to your MDS Repository.
The “Email” button allows you to email the MDSExport
directly to the MDS repository.
Note: TMA Central will only do this if your email
details have been set up in Control settings and the IT
people for your organisation allow it and set it up for
you.
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The Preview Screen
The names of
clients are listed
in this column.
The Tabs
Valid for MDS Export shows the records that are going to be included in the
MDSExport file if you send it without revision.
NOT Valid for MDSExport displays the records that have been transferred from
Trips that are not going to be included in MDSExport file if you send it without
revision.
All Records displays all records transferred from one or more service programs that
use the HACC MDS ID selected.
MDS Export Preview allows you to preview, client by client, the records that are
valid for export. You can use the buttons at the top of the window to print the list or
save it to an Excel file.
The Buttons and Checkboxes (at bottom of screen)
View button allows you to view the MDS Service Category and the number of
instances of service for the highlighted record in the list. It also has an MDS
Validation button that provides comment on why a record might not be valid for MDS.
Enable Client Count shows you the client count of records in the selected Tab
category.
Show Non HACC Clients will allow you to view other Funding Types than HACC.
Filter Service allows you to show records limited to one service program, e.g.
Transport.
Filter String allows you to limit the record list by entering a string, e.g. Social
Support
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Using the MDS Preview facility
Each person can work out the best strategy for their service. A typical strategy is to
select the “Not Valid for MDS Export” tab and look at the various records. There are
a number of reasons why a record isn’t valid, and only checking them (by doubleclicking on the record) will let you know what the reason is.
Evaluation of records that are “Not Valid” requires application and persistence.
Some are “not valid” for a valid reason, e.g. You are sending the HACC MDS and
the record is CTP (NSW Transport) funded.
The data flows from the entry of a record in a service program such as Trips, through
to it being included in a Service Event record in TMA Central and then it is combined
with the client’s demographic data and compiled into the MDS or ICTDS
transmission. Understanding this train of events makes it easier to use the available
tools to troubleshoot service event shortfalls or errors.
Sending the MDS Export file
Once you have saved your MDSExport.xml (NSW) or MDSExport.csv (National) file
you can send it by attaching it to an email addressed to your MDS Repository.
The address can vary from state to state. You don’t have to put a message in the
email but you could put your services’ name in the subject line. The file attached
contains information on the sender and identifies the computer program that
produced the file.
In NSW there is a new address; [email protected].
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Settings
When you have a brand new TMA Central program that hasn’t had data from an earlier
program brought into it, you need to set up your program for use.
Project Identity
Enter your project and organisation information into the appropriate fields.
Service Details
This is where you provide your Service names and Funding Source Details. This information
is used to link with your Service Programs (Trips Enterprise, MnM and Caremaster)
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Email Settings
MDS Email: Provide the email address for your state MDS.
MoT Email: Provide the email address for Ministry of Transport.
DoH Email: Provide the email address required for Department of Health.
Other MDS Settings: This drop down box allows you to select your MDS standard.
Accept HMTL Email Formats: This check box will allow HTML email formats.
Email Method: This shows you your server connection details.
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Program Configurations
This is where you can change a few General System Configurations
Auto open Client Browse: If this is selected the Client Browse window will automatically open
when you log into TMA Central.
Allow Delete Client: This allows you to delete Clients from TMA Central. If a client record is
for a client that has been assessed for your service but is not having service then make the
client non-current. Don’t throw away valid history. If you make a mess of a record as you are
entering it or it is a double-up then delete it.
Show Service Assignment Confirmation: This will display a confirmation message when
changing Service assignments.
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